Avidian Wealth Enterprises’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Avidian Wealth Enterprises’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$439K	Buy	4,793 +344	+8%	+$31.5K	0.01%	508
2026 Q1	$408K	Sell	4,449 -2,208	-33%	-$202K	0.01%	478
2025 Q4	$608K	Buy	6,657 +2,122	+47%	+$194K	0.02%	333
2025 Q3	$416K	Sell	4,535 -440	-9%	-$40.3K	0.02%	408
2025 Q2	$456K	Buy	4,975 +1,863	+60%	+$171K	0.02%	354
2025 Q1	$285K	Sell	3,112 -4,083	-57%	-$374K	0.01%	434
2024 Q4	$658K	Buy	7,195 +1,433	+25%	+$131K	0.03%	250
2024 Q3	$529K	Buy	5,762 +796	+16%	+$72.9K	0.02%	291
2024 Q2	$456K	Sell	4,966 -5,046	-50%	-$462K	0.02%	306
2024 Q1	$919K	Sell	10,012 -8,177	-45%	-$749K	0.04%	180
2023 Q4	$1.66M	Buy	18,189 +3,865	+27%	+$354K	0.1%	124
2023 Q3	$1.32M	Buy	14,324 +4,085	+40%	+$374K	0.09%	135
2023 Q2	$940K	Sell	10,239 -72,947	-88%	-$6.68M	0.06%	187
2023 Q1	$7.64M	Buy	83,186 +3,443	+4%	+$315K	0.42%	56
2022 Q4	$7.29M	Buy	+79,743	New	+$7.3M	0.48%	45

Other funds holding BIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Avidian Wealth Enterprises's BIL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 7.7% in Q2 2026, buying an estimated $31.5K and bringing the position to 4,793 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #508.

Avidian Wealth Enterprises first reported a position in BIL in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.64M in Q1 2023. 1,289 funds tracked by Wall St. Rank hold BIL as of Q2 2026.

Avidian Wealth Enterprises held 4,793 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $439K as of Q2 2026.
Avidian Wealth Enterprises bought 344 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2026, an estimated $31.5K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #508 holding.
Avidian Wealth Enterprises first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2022 and has held it in 15 quarters since.
Avidian Wealth Enterprises's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $7.64M in Q1 2023.
1,289 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.